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868a0ae4d8
* Add family moniker selection and dynamic UI labels Introduce a Family moniker persisted in the database with allowed values Family/Group, add required onboarding selection for it, and thread moniker-aware copy through key user-facing views and locales. Also add helper methods and tests for onboarding form presence and family moniker behavior. * Small copy edits/change moniker question order * Conditional Group/Family onboarding flow fixes * Fix label * Grouping of fields * Profile Info page Group/Family changes * Only admins can change Group/Family moniker * Repetitive defaults * Moniker in Account model * Moniker in User model * Auth fix * Sure product is also a moniker --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
44 lines
2.3 KiB
Plaintext
44 lines
2.3 KiB
Plaintext
<%# Modal: Link an existing manual account to a SimpleFIN account %>
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<%= turbo_frame_tag "modal" do %>
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<%= render DS::Dialog.new do |dialog| %>
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<% dialog.with_header(title: "Link SimpleFIN account") %>
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<% dialog.with_body do %>
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<% if @available_simplefin_accounts.blank? %>
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<div class="p-4 text-sm text-secondary">
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<p class="mb-2"><%= t("simplefin_items.select_existing_account.no_accounts_found", moniker: family_moniker_downcase) %></p>
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<ul class="list-disc list-inside space-y-1">
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<li><%= t("simplefin_items.select_existing_account.wait_for_sync") %></li>
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<li><%= t("simplefin_items.select_existing_account.check_provider_health") %></li>
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</ul>
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</div>
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<% else %>
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<%= form_with url: link_existing_account_simplefin_items_path, method: :post, class: "space-y-4" do %>
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<%= hidden_field_tag :account_id, @account.id %>
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<div class="space-y-2 max-h-64 overflow-auto">
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<% @available_simplefin_accounts.each do |sfa| %>
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<label class="flex items-center gap-3 p-2 rounded border border-surface-inset/50 hover:border-primary cursor-pointer">
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<%= radio_button_tag :simplefin_account_id, sfa.id, false %>
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<div class="flex flex-col">
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<span class="text-sm text-primary font-medium"><%= sfa.name.presence || sfa.account_id %></span>
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<span class="text-xs text-secondary">
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<%= sfa.currency %> • Balance: <%= number_to_currency((sfa.current_balance || sfa.available_balance || 0), unit: sfa.currency) %>
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</span>
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<% if sfa.current_account.present? %>
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<span class="text-xs text-secondary"><%= t("simplefin_items.select_existing_account.currently_linked_to", account_name: sfa.current_account.name) %></span>
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<% end %>
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</div>
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</label>
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<% end %>
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</div>
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<div class="flex items-center justify-end gap-2">
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<%= render DS::Button.new(text: "Link", variant: :primary, icon: "link-2", type: :submit) %>
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<%= render DS::Link.new(text: "Cancel", variant: :secondary, href: accounts_path, data: { turbo_frame: "_top" }) %>
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</div>
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<% end %>
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<% end %>
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<% end %>
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<% end %>
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<% end %>
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